Baker Tilly Wealth Management, LLC Invesco S&P 500 Equal Weight E Transaction History

Baker Tilly Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	BUY	$128.02 - $149.03 $25,604 - $29,806	200 Added 5.71%	3,700 $0
Q3 2022 Oct 20, 2022	SELL	$127.28 - $152.39 $5,345 - $6,400	-42 Reduced 1.19%	3,500 $445,000
Q2 2022 Jul 28, 2022	BUY	$130.84 - $158.96 $5,495 - $6,676	42 Added 1.2%	3,542 $475,000
Q1 2022 Apr 27, 2022	SELL	$148.26 - $164.2 $800,604 - $886,679	-5,400 Reduced 60.67%	3,500 $552,000
Q2 2021 Jul 30, 2021	BUY	$143.08 - $152.26 $1.27 Million - $1.36 Million	8,900 New	8,900 $1.34 Million

1,828

231M

2.45M

9.88M

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